Fidelity Advisor Convertible Securities Fund Class I (FICVX) Alternatives
Fidelity Advisor Convertible Securities Fund Class I (FICVX) belongs to the Preferred Stock/Convertible Bonds category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with FICVX. Use the tables to find lower-cost options, better risk-adjusted returns, or funds that fit a different role in your portfolio.
Cheapest Alternatives to FICVX
FICVX charges 0.70% annually. Among mutual funds in the Preferred Stock/Convertible Bonds category, these options have the lowest expense ratios among FICVX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Fidelity Advisor Convertible Securities Fund Class... | 0.59% | Oct 2, 2018 | FICVX vs FIQVX | |
| Cohen & Steers Low Duration Preferred and Income F... | 0.60% | Nov 29, 2015 | FICVX vs LPXZX | |
| Fidelity Convertible Securities Fund | 0.67% | Jan 5, 1987 | FICVX vs FCVSX | |
| Nuveen Preferred Securities & Income Fund | 0.74% | Dec 18, 2006 | FICVX vs NPSRX | |
| Principal Spectrum Preferred and Capital Securitie... | 0.79% | Apr 30, 2002 | FICVX vs PPSIX |
Best Risk-Adjusted Alternatives to FICVX
Among mutual funds in the Preferred Stock/Convertible Bonds category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund Class F | 90 | — | FICVX vs LBFFX | |
| Cohen & Steers Low Duration Preferred and Income F... | 90 | Nov 29, 2015 | FICVX vs LPXZX | |
| Nuveen Preferred Securities & Income Fund | 90 | Dec 18, 2006 | FICVX vs NPSRX | |
| Cohen & Steers Preferred Securities and Income SMA... | 89 | Feb 28, 2019 | FICVX vs PISHX | |
| Principal Capital Securities Fund | 88 | Mar 13, 2014 | FICVX vs PCSFX |
Top Performing FICVX Alternatives (YTD)
FICVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Lord Abbett Convertible Fund Class F | 1.71% | — | FICVX vs LBFFX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.40% | Oct 2, 2018 | FICVX vs FIQVX | |
| Fidelity Convertible Securities Fund | 1.37% | Jan 5, 1987 | FICVX vs FCVSX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.33% | Feb 19, 2009 | FICVX vs FACVX | |
| Fidelity Advisor Convertible Securities Fund Class... | 1.27% | Feb 19, 2009 | FICVX vs FTCVX |
Lowest Volatility Alternatives to FICVX
FICVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | 2.23% | Nov 29, 2015 | FICVX vs LPXZX | |
| Principal Capital Securities Fund | 2.66% | Mar 13, 2014 | FICVX vs PCSFX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | 2.80% | Apr 11, 2011 | FICVX vs DPIIX | |
| Principal Spectrum Preferred and Capital Securitie... | 2.86% | Apr 30, 2002 | FICVX vs PPSIX | |
| Cohen & Steers Preferred Securities and Income Fun... | 3.16% | May 2, 2010 | FICVX vs CPXIX |
Lowest Drawdown Alternatives to FICVX
FICVX alternatives from the Preferred Stock/Convertible Bonds category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Cohen & Steers Low Duration Preferred and Income F... | -2.14% | Nov 29, 2015 | FICVX vs LPXZX | |
| Principal Capital Securities Fund | -2.97% | Mar 13, 2014 | FICVX vs PCSFX | |
| Destra Flaherty & Crumrine Preferred and Income Fu... | -3.05% | Apr 11, 2011 | FICVX vs DPIIX | |
| Principal Spectrum Preferred and Capital Securitie... | -3.18% | Apr 30, 2002 | FICVX vs PPSIX | |
| Cohen & Steers Preferred Securities and Income Fun... | -3.26% | May 2, 2010 | FICVX vs CPXIX |
Other Mutual Funds from Fidelity
Most popular Fidelity mutual funds on PortfoliosLab, across asset classes.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | Inception | |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund | S&P 500 | 46 | -7.05% | Feb 17, 1988 | FICVX vs FXAIX | |
| Fidelity ZERO Total Market Index Fund | Large Cap Blend Equities | 46 | -6.77% | — | FICVX vs FZROX | |
| Fidelity Large Cap Growth Index Fund | Large Cap Growth Equities | 28 | -13.03% | — | FICVX vs FSPGX | |
| Fidelity Select Semiconductors Portfolio | Technology Equities | 94 | 0.00% | Jul 29, 1985 | FICVX vs FSELX | |
| Fidelity Total Market Index Fund | Large Cap Blend Equities | 45 | -6.77% | — | FICVX vs FSKAX | |
| Fidelity Blue Chip Growth Fund | Large Cap Growth Equities | 54 | -11.15% | Dec 31, 1987 | FICVX vs FBGRX | |
| Fidelity ZERO Large Cap Index Fund | Large Cap Blend Equities | 45 | -7.30% | — | FICVX vs FNILX | |
| Fidelity Contrafund Fund | Large Cap Growth Equities | 44 | -8.57% | May 17, 1967 | FICVX vs FCNTX | |
| Fidelity International Index Fund | Foreign Large Cap Equities | 64 | -1.94% | Nov 5, 1997 | FICVX vs FSPSX | |
| Fidelity Total International Index Fund | Foreign Large Cap Equities | 79 | -1.15% | Jun 7, 2016 | FICVX vs FTIHX |
Often Compared With FICVX
What investors most often compare with FICVX, based on PortfoliosLab usage data.
Compare FICVX with Any Fund or Stock
Compare FICVX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.